Claudette Soto
Advisor at Cresta Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Claudette Soto is a financial advisor at Cresta Advisors with a Series 65 designation and two years of industry experience. Prior to joining Cresta Advisors, she worked at Commerce Bank and has held positions in various other industries including education and hospitality. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets, serving individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both discretionary and non-discretionary retirement plan services.
Client services
Based on Cresta Advisors
Portfolio management
Pension consulting
Hourly financial consulting
Expertise
Based on Cresta Advisors
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Annuities
Fee options
$0+: 1.5% or lower for Retirement Plan Services (Discretionary 3(38) and Non-Discretionary 3(21) Fiduciary Services) $0+: 1.5% or lower for asset allocation profiled in wrap fee program $0+: 0.65% or lower for fixed income profiled in wrap fee program
$250 per hour for financial consulting services
Account minimum: $250,000
Location
2019 E. Del Mar Blvd., Suite 100
Laredo, TX 78041
Most active in
Claudette S has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Cresta Advisors
2024 - Present (2 years)
Commerce Bank
2022 - 2024 (2 years)
Cheddar's Scratch Kitchen
2021 - 2022 (1 year)
Gateway Bagel Co LLC
2021 - 2021 (1 year)
Main Event
2020 - 2020 (1 year)
Sweet Berry
2019 - 2019 (1 year)
Texas A&M International University
2018 - 2022 (4 years)
Children Fountain of Knowledge
2018 - 2018 (1 year)
Alexander High School
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")